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Jessica Johnson

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2024 to now
  3. Haborone BankMay 2023 to Aug 2023
  4. Houlihans Seaside Inc.Jun 2022 to Jun 2024
  5. Red Brick PrideNov 2021 to May 2024
  6. UnemployedAug 2021 to Nov 2021
  7. 3 MonkeysJul 2021 to Aug 2021
  8. Ember Coal Fire Pizza|Jun 2021 to Aug 2021
  9. Wychmere Harbor FunctionJun 2021 to Aug 2021
  10. Hingham Yacht ClubMay 2019 to Aug 2020
  11. Cattivo BoutiqueJan 2018 to Jun 2021
  12. Babysitting Different FamiliesSep 2015 to Jul 2021

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Strategic Advisers LLC

$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7965855
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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